Customers

Search, add, inspect, and update customer contact details, addresses, and order history.

Use Customers to keep buyer records accurate and understand the orders connected to each person.

Why and when to use Customers

Open this section when you need to find a buyer, add a customer record, correct contact or shipping information, or review the person's order history.

Availability and prerequisites

A customer can appear after checkout or be added manually.
The list labels records as Guest or Registered when that account information is available.
A saved Stock Location can be required by address-related store workflows, but it is not a claim that a customer address is a warehouse.
Use customer data only for the purpose and access allowed by your organization.

Open Customers

Entry path: Workspace → choose a store → Store Operations → Customers

Select a customer row to open a record containing the General and Orders sections.

Main controls

Control	Why you use it	What happens when selected
Search customers...	Find a customer by known details	Filters the customer list after a short delay.
Refresh	Request current customer data	Reloads the list and related location data.
Create / Add Customer	Add a customer manually	Opens the customer-creation dialog.
Create in the dialog	Save the new customer	Creates a valid record and opens its detail page after success.
Customer row	Inspect one customer	Opens contact details, shipping address, account type, and order history.
General section	Review or edit customer information	Shows names, read-only email, company, phone, and shipping-address fields.
Orders section	Review the customer's purchases	Shows orders connected to the customer, or No orders yet, below General.
Save	Apply changes without leaving	Saves valid edits and keeps the detail page open.
Back or close with unsaved changes	Decide what to do with edits	Opens an Unsaved Changes dialog with Save and exit and Exit without saving.
Save and exit	Apply changes and return	From the unsaved-changes dialog, saves valid edits and returns to the customer list.
Exit without saving	Discard edits after a warning	Leaves the detail page without applying unsaved changes.
Desktop list Delete icon / Delete	Remove a customer record	Opens a confirmation; confirming cannot be undone. The current mobile list does not show this action.

Add a customer

Select Create or Add Customer.
Enter the requested customer name and email information.
Review the values for spelling and the intended customer.
Select Create once.
In the opened record, add optional company, phone, or shipping-address details if needed.
Select Save, then return to the list and confirm the new row appears. If you leave with unsaved changes instead, choose Save and exit in the warning.

Update a customer

Search for and select the customer.
In the General section, review First Name, Last Name, the read-only Email, Company, Phone, and Shipping address.
Use Add to add the address information Runner requests, or Clear to remove the current editable address values.
Select Save to remain on the record. To save while leaving, use the back or close control and choose Save and exit in the warning.
Scroll to the Orders section to confirm which purchases are connected to this customer.

States and limits

Guest means the record is not shown as a registered customer account; it can still have orders.
Registered identifies an account-backed customer record.
No customers yet and No orders yet are valid empty states.
Search filters the current project only.
Customer updates do not change historical order totals or payment states.
Delete is explicitly irreversible and currently available from the desktop list only. Confirm the displayed email before continuing and retain data only according to your organization's policy.

Troubleshooting

No customers found: Clear or shorten the search and verify that you opened the correct project.
Save fails: Complete required fields, correct the email or address, and retry once.
You cannot leave the record: Choose Save and exit or respond to the Unsaved Changes dialog with Exit without saving.
Orders are missing: Confirm the order used the same customer record or email and refresh both Customers and Orders.
Customer details fail to load: Return to the list, select Refresh, and reopen the row.

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